Truist Financial

Truist Financial Portfolio holdings

AUM $73.8B
1-Year Est. Return 18.51%
This Quarter Est. Return
1 Year Est. Return
+18.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$52B
AUM Growth
-$2.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,726
New
Increased
Reduced
Closed

Top Buys

1
+$169M
2
+$168M
3
+$148M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$134M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$114M

Top Sells

1
+$154M
2
+$78.2M
3
+$71.5M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$62.5M
5
KO icon
Coca-Cola
KO
+$62.5M

Sector Composition

1 Technology 10.92%
2 Healthcare 9.75%
3 Financials 8.76%
4 Consumer Discretionary 6.24%
5 Consumer Staples 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
$306K ﹤0.01%
15,368
-1,248
2052
$306K ﹤0.01%
10,885
+791
2053
$305K ﹤0.01%
37,713
+366
2054
$305K ﹤0.01%
14,512
-32,028
2055
$305K ﹤0.01%
5,172
+469
2056
$304K ﹤0.01%
8,991
-8,909
2057
$304K ﹤0.01%
9,237
-523
2058
$304K ﹤0.01%
6,645
-7,986
2059
$304K ﹤0.01%
8,406
-857
2060
$303K ﹤0.01%
5,474
-866
2061
$302K ﹤0.01%
5,989
+213
2062
$301K ﹤0.01%
9,248
+178
2063
$300K ﹤0.01%
+15,712
2064
$300K ﹤0.01%
+2,800
2065
$300K ﹤0.01%
6,061
-940
2066
$299K ﹤0.01%
9,129
-2,646
2067
$299K ﹤0.01%
3,505
+648
2068
$298K ﹤0.01%
4,103
-5,925
2069
$298K ﹤0.01%
8,781
-484
2070
$296K ﹤0.01%
+4,475
2071
$296K ﹤0.01%
18,897
2072
$296K ﹤0.01%
7,687
-7,843
2073
$296K ﹤0.01%
23,906
+58
2074
$294K ﹤0.01%
4,187
-2,756
2075
$293K ﹤0.01%
11,328
-1,721
81 82
83
84 85